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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
WKSWA
1476
White Knight Strategic Wealth Advisors
New Jersey
– -$267K -523 Closed
RCA
1477
Resonant Capital Advisors
Wisconsin
– -$262K -512 Closed
GEM
1478
Global Endowment Management
North Carolina
– -$255K -499 Closed
EWM
1479
Empirical Wealth Management
Washington
– -$250K -489 Closed
OL
1480
Optas LLC
Texas
– -$249K -488 Closed
SMA
1481
Sage Mountain Advisors
Georgia
– -$249K -488 Closed
ANTB
1482
AMG National Trust Bank
Colorado
– -$239K -468 Closed
TAM
1483
Tocqueville Asset Management
New York
– -$233K -457 Closed
FCM
1484
Fire Capital Management
California
– -$231K -453 Closed
FWI
1485
Facet Wealth Inc
Maryland
– -$234K -452 Closed
CWG
1486
Cornerstone Wealth Group
North Carolina
– -$230K -451 Closed
CWM
1487
Chesapeake Wealth Management
Virginia
– -$230K -450 Closed
BI
1488
Ballast Inc
Kentucky
– -$227K -445 Closed
SWP
1489
Stratos Wealth Partners
Ohio
– -$228K -445 Closed
MFS
1490
Mirabella Financial Services
United Kingdom
– -$227K -444 Closed
GC
1491
Gilbert & Cook
Iowa
– -$222K -435 Closed
IIM
1492
Ipswich Investment Management
Massachusetts
– -$222K -435 Closed
MSFS
1493
Main Street Financial Solutions
Pennsylvania
– -$221K -433 Closed
IA
1494
IFC Advisors
California
– -$220K -431 Closed
HH
1495
Hilltop Holdings
Texas
– -$217K -426 Closed
GKWIM
1496
Gerber Kawasaki Wealth & Investment Management
California
– -$216K -422 Closed
WWA
1497
Wingate Wealth Advisors
Massachusetts
– -$215K -421 Closed
PA
1498
Procyon Advisors
Connecticut
– -$213K -418 Closed
OCA
1499
Odyssey Capital Advisors
Pennsylvania
– -$213K -417 Closed
SAI
1500
Systematic Alpha Investments
New Jersey
– -$213K -416 Closed
58 59
60
61 62